Blog

Expect the Moon: Our Lunar Culture

« Newer Posts

At Lunar, we follow the creed “Expect the Moon” meaning we consistently deliver work that exceeds expectations and goes above and beyond for our clients. Producing high-level work requires a blend of top talent with an organizational culture that fosters creativity and drives inventiveness.

Communication

We establish open communication and collaboration from the get-go by having new employees schedule “Meet and Greets” with every other Lunar team member. Beyond providing an introduction to each employee’s job roles and personalities, these meetings help new employees feel like part of the team quickly.

Each week we have a team meeting called “Hot Takes” where anyone can include their takeaways, provide reflections, and also inform other team members about upcoming projects or events. It is also a place where we can motivate each other and take a moment to appreciate the fantastic work the team has accomplished. The openness of Lunar allows every employee, regardless of title, to share their viewpoint even if leadership thinks differently. Expect the Moon involves being willing to have open debates and consider different perspectives to encourage growth and scalability.

image of team at Lunar Weekly meeting

Transparency

At Lunar, we strive to be incredibly transparent. Everyone is in the loop with key initiatives and the reasoning behind the strategic decisions being made. Every employee has monthly check-ins that focus not only on functional work but also emotional health.

Like most startup ecosystems, Lunar has an array of top talent leading innovative solutions through our services and product development. Our product, Shuttle, was designed internally to solve the pressing problem of losing leads by providing improved lead management and distribution. Combining creativity and problem-solving we work hard to provide the best solutions for our clients while having fun at the same time.

 

Flexibility

Lunar embraces the flexibility to work where and when you want to as long as you are working hard and accomplishing your goals. Expecting the moon doesn’t require a stuffy, rule-driven environment. We hire people who want to build and market exceptional services and products. Our team is made up of self-driven people who strive to challenge themselves and push Lunar to the next level.

We understand how vital refueling and recharging can be regarding productivity. At Lunar, we’ve built an environment that caters to both. Whether an employee is craving a sweet treat or some friendly competition, our office is filled with fun ways to spend a break.

Image of a Dartboard in Lunar Office
  • Xbox
  • Custom Arcade
  • Foosball Table
  • Snack Bar
  • Breakfast every Wednesday
  • Soda Fountain
  • Espresso Machine
  • Movie Fridays

There’s a strong sense of camaraderie among our team at Lunar because we are all very passionate about technology and believe in our service and product offerings.

image of team members collaborating

Interested in joining our team? Check out the Lunar job portal.  

Florida Dreamin Team and Booth

4 Event Highlights from Florida Dreamin’ 2018

Florida is home to a thriving community of Salesforce evangelists. Lucky for us, the amazing and helpful Florida Dreamin’ team put together an event that is one we won’t forget! It offered the perfect atmosphere to connect with other trailblazers, learn about new products, and understand how to tailor customer experiences. From new tools to […]

Image of McCormick Place Salesforce Connections

Top 3 Trending Themes Across Salesforce Connections 2018

Each year, Salesforce hosts a Connections conference to highlight how companies are engaging with their customers, best practices, and new tools that make it easier to offer a personalized experience. This year, we noticed similar themes across a majority of sessions and keynotes that touched on three main aspects of sales and marketing today. Fourth […]

    Salesforce Summer ’18 Release – Lunar’s Favorite Features

    « Newer Posts

    As a Salesforce Partner, we look forward to reviewing Salesforce updates – rolled out every spring, summer, and winter – to identify new ways to maximize the platform for our clients.  The Summer ’18 release revealed an array of improvements and additions that can increase productivity and customizability for Salesforce users. Below are some of our favorite features and updates that we think deserve a closer look.

    Salesforce Logo

    Omni-Channel Setup Flow

    Tabs are now available in the Omni-Channel Utility. Using these tabs, users can easily differentiate what tasks need attention by separating work items between those that were accepted and those that are new. You can now improve customer service by utilizing skills-based routing, always ensuring the customer gets sent to the right agent.

    Quick Actions

    Thanks to updated capabilities with quick actions, sales reps can now properly display the correct name fields – salutation, first name, middle name and last name. Additionally, quick actions can now be set up for more objects – up to 100 records in a list view.

    Einstein Splits

    Einstein splits enable customer interactions to be split by utilizing personas based on engagement score, likelihood to click a link or make a purchase, and more. These splits provide deeper insights into customers, allowing Salesforce users to better suit their needs.

    Joined Reports in Lightning Experience

    With joined reports (beta), report types that share similar fields, such as account name and account ID, can be joined together. This feature is a valuable tool for analyzing and sorting reports.

    Pin Multiple Posts

    Through Salesforce Lightning Experience, users can place vital information in the forefront by pinning posts in Chatter Groups and Topic Feeds. Now, users can pin multiple posts, allowing for more information to remain visible at all times.

    Report and Dashboard Folders in Lightning Experience

    Organization and productivity in Salesforce will increase thanks to folders and subfolders for reports and dashboards in Lightning Experience. This new customization feature means users can select which columns to display and what text appears in those columns.

    Maximize Your Potential with Lunar

    At Lunar, our team of experts keep up with all of the Salesforce release details so you don’t have to. The next Salesforce update will be issued Winter 2018, and you can be sure we will look through every release note to ensure our clients maximize their potential. That’s what we’re here for, to always ensure that you have the best configuration to suit your needs. Contact us if you are interested in implementing any of these features.

    <p class="source">Source: Salesforce Summer ’18 Release Notes. (May 23, 2018). Retrieved from https://releasenotes.docs.salesforce.com/en-us/summer18/release-notes/salesforce_release_notes.htm</p>

    We’re social! Follow us on LinkedIn and Twitter to stay up to date on the latest industry trends, company highlights, and more.

    Web to lead and web to case

    Big changes coming to Salesforce Web-to-Lead and Web-to-Case on April 20, 2018

    Salesforce has announced that as of April 20, 2018, all web-to-lead and web-to-case endpoints will need to be updated. The impact of this change is broad and wide-reaching across tens of thousands of Salesforce customers. If your website is using the web-to-lead (W2L) or web-to-case (W2C) methods to submit new leads or cases from your […]

    Image of McCormick Place Salesforce Connections

    Top 3 Trending Themes Across Salesforce Connections 2018

    Each year, Salesforce hosts a Connections conference to highlight how companies are engaging with their customers, best practices, and new tools that make it easier to offer a personalized experience. This year, we noticed similar themes across a majority of sessions and keynotes that touched on three main aspects of sales and marketing today. Fourth […]

      Top 3 Trending Themes Across Salesforce Connections 2018

      « Newer Posts
      Image of McCormick Place Salesforce Connections

      Each year, Salesforce hosts a Connections conference to highlight how companies are engaging with their customers, best practices, and new tools that make it easier to offer a personalized experience. This year, we noticed similar themes across a majority of sessions and keynotes that touched on three main aspects of sales and marketing today.

      Fourth Industrial Revolution

      Have you heard that we are now in the Fourth Industrial Revolution? Gone are the days where digital marketing solely ruled the online world. Today, companies who are using emerging technology like artificial intelligence are adapting quickly to meet their customers’ wants and interests. This era has brought to life new products that are making things easier in our personal and work lives. Think about all of the platforms (PaaS), software solutions (SaaS), and applications that have streamlined your day-to-day life.

      What does this mean for sales and marketing?

      To effectively serve other industries, the team studied how organizations in different industries would use Shuttle. The team also took the time to understand how different job roles would use the tool, ensuring that Shuttle meets and exceeds the needs of all users, regardless of organizational role or industry.

      Being Truly Data Driven with AI

      First and foremost, data should be guiding your all of your decision making from types of campaigns to which channels they are promoted on and how your sales team interacts with a prospect. Understanding your customers completely allows you to create tailored content that turns them into loyal consumers. Opportunities are often missed due to offering irrelevant content; however, products like Einstein AI provide you insights into their interests, presents predictions about the customers, and gives you actionable steps to take to convert them.

      Trusted Brands are Safe and Secure

      Aside from utilizing data, consumers are more wary of filling out forms where they are unsure of how their data is being used. As a marketer, it is essential to lead with trust. All lead generation forms should provide a clear answer to “what am I signing up for?” and the privacy policy should be easily accessible.

      Brands with a Mission Outside of ROI Stand Out

      Within this new marketing era, sustainability is becoming a significant concern for consumers. They are not only making purchasing decisions based on the product or service itself but also what the company stands for, what it’s values are and if their actions match those values.

      What are your company’s values? How is it giving back to its’ surrounding community?

      Salesforce is a prime example of a large enterprise company that has strong values and ensures that they are living up to those values. Throughout the conference, Salesforce highlighted how they are giving back by collaborating with education nonprofits, environmental activists, and advocates for race and equality.

      Lucy Liu who is an Activist, Director and Actress and Ellen McGirt who is a Senior Editor at Forbes touched on race and equality in America and how that affects every aspect of our lives, including our businesses.

       

      Improve the Alignment Between Sales and Marketing

      Have you heard that we are now in the Fourth Industrial Revolution? Gone are the days where digital marketing solely ruled the online world. Today, companies who are using emerging technology like artificial intelligence are adapting quickly to meet their customers’ wants and interests. This era has brought to life new products that are making things easier in our personal and work lives. Think about all of the platforms (PaaS), software solutions (SaaS), and applications that have streamlined your day-to-day life.

      3 Alignment Tips:

        • Sales teams should clearly identify the Sales Process & Ideal Lead
        • Marketing Teams should have materials ready to share for Sales and to communicate any upcoming offers, content pieces, or changes to your website
        • Messaging should be consistent – why we exist (our purpose), how we provide our services/products (our process), what we have to offer (expected outcome/ results)
        • Both teams should have a clear 360-degree view of the customer & understand their part in engaging with customers

      Email is Still a Major Driver for B2B and B2C

      If you think about your own habits, what do you check the most – social or email? Social of course is a huge part of our lives, but email is still a main source of receiving content and offers a ton of value if delivered in the right manner. Below is a chart from a survey conducted by Adobe.  It is interesting to see that 40% of respondents want emails to be less about the company’s promotion and more about what is relevant to them. Personalization is key! Read on to learn how to provide more personalized content.

      Source:

      Source: Adobe Email Survey 2017

      Email is viewed literally everywhere, and people are continually being bombarded with emails left and right, so keep your email copy simple yet highly relevant to fight through the inbox chaos. Also, given the nature of where we are viewing emails the most, think about the type of device your email will appear. Email marketing tools, like Pardot, that offer rendering tests are highly useful to ensure the content looks great on every device and browser.

      Using A/B testing with template layouts, CTA’s, and dynamic content can help you alter your marketing efforts quickly by recognizing what is capturing the attention of your users and what is not.

      Whatever you do, be sure to prevent content fatigue.

      According to MediaPost, 74% of email users are overwhelmed by their email, so in light of this astounding number, be sure to:

      • Avoid sending too many emails; test a specific number of emails over a period of time and compare to see what the “magic number” is per month.
      • Use segmentation lists to cater to your customer at their specific stage. Tools like Pardot, are great for helping you qualify and score leads, as well as create engagement programs for existing customers.
      • Be sure to make preferences easy to customize, so customers are in control of what information hits their inbox and the frequency they receive your emails.  

      Overall, the key takeaway is to have a customer-centric mindset. Are you delivering relevant content to your ideal customer and using data to improve continuously? If so, how are you testing your results and what are your favorite tools to help with marketing automation?

      Let’s stay in touch! Follow Lunar on LinkedIn for company updates, industry news, employee spotlights and more.

      What We Learned at SaaStr Annual 2019

      SaaStr Annual is a must-attend event for any SaaS business. It’s not just the place to learn cutting-edge business techniques in cloud technology — it’s also the perfect event to connect with like-minded professionals using networking tools such as Braindates and Brella. In this post, we’ll reveal the most useful tips we learned while we […]

      Dreamforce Entrance Sign

      Top 4 Remarkable Takeaways From Dreamforce 2018

      It has been exactly one week since the last day of Dreamforce and we are still reflecting on what we took away from this annual event otherwise known as the San Francisco takeover. The weather was amazing, the concerts and activities were beyond entertaining, and most importantly the lessons learned from Dreamforce were unforgettable. Walking […]

        The Importance of Redundancy and Why It’s Important

        « Newer Posts

        At Lunar, we’ve never lost a lead.

        How? By embracing data redundancy. We’ve all heard the adage that “knowledge is power,” and in our experience, most companies have no knowledge of how many leads they are losing. It could be one, it could be hundreds.

        At Lunar, we’ve found that when leads are of high-value or high-volume, the confidence that comes from knowing every lead is accounted for greatly affects decision-making and impacts a company’s ability to close deals.

        While our main product Shuttle collects leads and ensures that data gets to the next step in the sales funnel, it also keeps data safe and identifies miscues in that process – the data errors or routing errors that cause missing leads.

         

        For example, if a prospect fills out the contact form on your website, but misenters critical information, that data is saved so it can be resent once the information is corrected. Using Shuttle, you’re able to identify exactly where your lead may have been stalled.

        With Shuttle, you can rest easy, knowing that even a temporary system failure will not cause a lead to be lost. If a destination system goes down, the error response is collected, and the lead can be resent once the system is back up and running.

        Any data sent through our Shuttle platform can be resent. Shuttle stores all submitted data in the form of PODs (pieces of data). Within the platform, you can filter PODs using the preset filter “PODs with errors” to identify issues this data had in getting to its Destination. Even when a POD is not sent to a Destination, it is always archived in Shuttle, which enables the user to utilize that data in whatever way it may be needed in the future, such as sending to a database, emailing, or posting to a CRM like Salesforce.

        Interested in learning more? Schedule a demo today

        Let’s stay in touch! Follow Lunar on LinkedIn for company updates, industry news, employee spotlights and more.

        Rapid Technology Image

        Why Embracing Technology is a Requirement for your Business

        It is no secret that technology is rapidly changing how businesses function day to day. With the ability to quickly produce, test, iterate, and scale or pivot, companies of all sizes are experiencing the truth behind “Every Business is a Software Business.” Whether your company sells products or services, technology is an essential piece to […]

        Florida Dreamin Team and Booth

        4 Event Highlights from Florida Dreamin’ 2018

        Florida is home to a thriving community of Salesforce evangelists. Lucky for us, the amazing and helpful Florida Dreamin’ team put together an event that is one we won’t forget! It offered the perfect atmosphere to connect with other trailblazers, learn about new products, and understand how to tailor customer experiences. From new tools to […]

          From Tool to Product – How UX Shaped Shuttle’s Evolution

          « Newer Posts

          The product evolution of Shuttle, our data management, collection and distribution product that provides users with the ability to manage their data’s entire journey, began as a tool to meet the internal needs of our parent company, Launch That.

          Shuttle Pieces of Data dashboard

          The tool was incredibly successful in its ability to capture granular data of leads and distribute those leads appropriately. We soon realized that Shuttle’s capabilities could be expanded to meet other companies’ needs as well. So, to create a fully-formed and intuitive SaaS product, we understood Shuttle needed to be modified with the end user in mind by placing heavy emphasis on the user interface (UI) and user experience (UX). Shuttle’s current version was developed as a result of examining common UX challenges in industries outside of our own and anticipating the needs of current and potential clients.

           

          Terminology

          Because Shuttle began as an internal tool, the platform’s nomenclature had to be revisited to ensure universally understood terms were being used. Examples of the terms that were adjusted include:

          • Endpoints → Destinations
            • “Endpoints” implies that when the data is transferred to a certain location, it has reached an end. In reality, especially in terms of leads, the data’s journey is really just beginning as it arrives in the correct destination.
          • Leads → PODS, or Pieces of Data
            • Shuttle’s platform can be used for any type of data, not just sales leads, therefore the term “leads” needed an update.

          Industry-Specific to Industry-Agnostic

          To effectively serve other industries, the team studied how organizations in different industries would use Shuttle. The team also took the time to understand how different job roles would use the tool, ensuring that Shuttle meets and exceeds the needs of all users, regardless of organizational role or industry.

          Simplify the Process

          Despite Shuttle existing for many years through its internal use, the team knew we could not rely on internal knowledge once the platform was widely deployed. As a result, the interface was redesigned with one goal in mind: keep the process simple. Without a steep learning curve, the platform can be utilized quickly and users can reap the benefits sooner.

          Interested in learning how Shuttle can optimize your business? Schedule your Shuttle demo by contacting us!

          Invoca Summit Delight Your Customers Blog Post image

          How to Delight Your Customers: Lessons from Invoca Summit

          It is no surprise that meeting customers needs and wants is crucial for every business. But how are you doing this? We, at Lunar, learned a great deal about creating and delivering delightful experiences at the Invoca Summit last week. This post is inspired by all of the sessions and keynote speakers this year. “All […]

          The Importance of Redundancy and Why It’s Important

          At Lunar, we’ve never lost a lead. How? By embracing data redundancy. We’ve all heard the adage that “knowledge is power,” and in our experience, most companies have no knowledge of how many leads they are losing. It could be one, it could be hundreds. At Lunar, we’ve found that when leads are of high-value […]

            Lunar in the Big Apple: TechDay NY 2018

            « Newer Posts

            We’re excited to share that we’re attending TechDay NY, taking place at Pier 94, New York, on Thursday, May 10. This is our first year walking the show floor, and we’re looking forward to experiencing first-hand the tech industry’s powerful presence in NYC.

            New York City is home to more than 7,000 startups, with a $71 billion associated ecosystem that provides more than 326,000 tech jobs (according to the NYC EDC), and it’s no wonder this event, the largest of its kind, brings together the entire tech community: industry leaders, new startups, investors and press alike will all gather for the day-long event.

             

             Here are some of the talks and demos we’re most anticipating:

            TechDay Talks

            • The Future of Work: How AI will Power Employee Success (9:50-10:05 a.m.)

            Katherine von Jan, Vice President, Strategic Innovation at Salesforce Ignite Incubator
            Lessons around developing workplaces that help people thrive with the use of AI to improve culture, productivity, and growth.

            • How to Help Non-Engineers Do Technical Work (12:20- 12:35pm)

            Sara Wajnberg, SVP of Product at Oscar
            Learn how to identify the needs across a company to create tools and processes to make workflows more effective.

            • How Managing Customer Experience Can Guide a Journey of Disruption (1:55-2:10pm)

            Jackson Jeyanayagam, CMO at Boxed
            Will provide innovative ways the brands can address pitfalls and maintain relevance in the digital marketing realm.

            Demo Stages

            • Clover Fireside Chat: An Appetite For Apps – How Apps Are Changing Businesses And Opening New Opportunities to Scale (1:30 pm) 

             Learn how app market ecosystems are changing the way B2B start-ups and developers can reach SMBs at scale. As consumers, apps transformed our productivity. Merchants are experiencing the same trend, using apps to help them run their businesses better. Hear directly from app developers who have leveraged the Clover App Market and its open platform to scale their solutions and garner exposure to thousands of businesses.

            • B2B Demos (2:40pm)

            Following along on social? Be sure to follow these Twitter profiles and hashtags:

            @TechDayHQ
            #TechDay
            #TechDayNY
            #TechDayTalks
            @Makerbot
            @OscarHealth
            @LunarSocial
            @DrewWhitcomb (Lunar’s man on the ground)

            Want to connect with a Lunar Team member? Schedule a meeting with Drew at drew@belunar.com or contact him on Twitter @DrewWhitcomb.

            Salesforce Logo

            Salesforce Summer ’18 Release – Lunar’s Favorite Features

            As a Salesforce Partner, we look forward to reviewing Salesforce updates – rolled out every spring, summer, and winter – to identify new ways to maximize the platform for our clients.  The Summer ’18 release revealed an array of improvements and additions that can increase productivity and customizability for Salesforce users. Below are some of […]

            Dreamforce Entrance Sign

            Top 4 Remarkable Takeaways From Dreamforce 2018

            It has been exactly one week since the last day of Dreamforce and we are still reflecting on what we took away from this annual event otherwise known as the San Francisco takeover. The weather was amazing, the concerts and activities were beyond entertaining, and most importantly the lessons learned from Dreamforce were unforgettable. Walking […]

              Which of the Three Pardot Pricing Plans Is Best for You?

              « Newer Posts

              Which Pardot Plan Does My Business Need?

              Pardot is a business-to-business (B2B) marketing automation and lead management software. Its features include:

              • Email marketing
              • Lead nurturing
              • Sales intelligence
              • CRM integration
              • Lead management
              • Social media marketing
              • ROI reporting

              Comparing Pardot Editions

              When considering Pardot marketing automation for your business, you will have a choice of three plans: Standard, Pro, and Ultimate. Which of the Pardot editions is the best fit for your operation? First, let’s take a look at your choices.

              Standard

              Price – $1,250/month +

              Contacts – Up to 10,000

              Features

              • File Hosting: 100 MB
              • Automation Rules: 50
              • In-depth Prospect Tracking
              • Lead Nurturing & Email Marketing
              • Lead Duplication
              • Lead Scoring & Grading
              • ROI Reporting
              • Forms & Landing Pages
              • Standard CRM Integration

              Plus

              Price – $2,500/month +

              Contacts – Up to 10,000

              Features – All Growth features, plus:

              • File Hosting: 500 MB
              • Automation Rules: 100
              • Advanced Email Analytics
              • Email Rendering Preview & Spam Analysis
              • Email and Landing Page A/B Testing
              • Advanced Dynamic Content
              • Google AdWords Integration
              • API Access – Up to 25K calls/day and 5 concurrent connections
              • Integrated Marketing Calendar
              • Multi-touch attribution models
              • Social Profiling & Lookups

              Advanced

              Price – $4,000/month +

              Contacts – Up to 10,000

              Features – All Plus features, plus:

              • File Hosting: 10 GB
              • Automation Rules: 150
              • Custom User Roles and Permissions
              • Custom Object Integration
              • API Access – Up to 100K calls/day and 5 concurrent connections
              • Dedicated IP Address

               

              Pick Your Plan by Your Business Size

              Pardot Standard and Pro plans are typically for small to medium businesses (SMB). Smaller businesses are defined as having fewer than 100 employees, while medium business having between 100 to 999 employees. The Ultimate plan is recommended for larger companies of 1,000 or more employees. Pardot pricing and features are adjusted to those categories.

              4 Reasons to Update Your Pardot Package

              We know the number of employees you have is not enough information to recommend a marketing automation solution. Every business is unique with very different requirements, so Lunar recommends completing a thorough assessment of your needs before you choose a plan.

              When you’re done, carefully compare your needs to Pardot’s offerings. As business technology consultants who work with Pardot every day, we think some of the best features of the program are included in the Pro and Ultimate editions:

              1. A/B Testing – Pardot A/B testing allows you to change various elements of your emails or landing pages, and then see direct data results. With the data from A/B testing, you can increase open rates, click-through rates and conversions.
              2. Email Rendering & Spam Analysis – Pardot’s email rendering allows you to see how your emails will appear in different browsers and on multiple devices. Also, the spam analysis feature will test your email against popular spam filters and provide recommendations if your email will likely trigger one.
              3. Integrated Marketing Calendar – The Pardot Marketing Calendar gives you a high-level view of activity in your marketing automation system. With the ability to see the past, present and scheduled activities from emails to social posts in one place, you and your marketing team will be more efficient and productive.
              4. Dynamic Content – Pardot’s dynamic content allows you to personalize prospect and client communications, including landing pages, forms, and emails. It is a particularly effective feature for adding a level of personalization throughout an email to build brand loyalty and increase conversions.

              What’s the Next Step?

              Before committing to Pardot – or any marketing software – you need to evaluate your needs. At Lunar, we have a proven discovery process that will ensure your investment in any marketing automation is appropriate from both a budgetary and performance perspective.

              Once we understand your operation, we can help you achieve your objectives. Which Pardot plan does your business need? Contact Lunar today so we can guide you through your next steps.

              Florida Dreamin Team and Booth

              4 Event Highlights from Florida Dreamin’ 2018

              Florida is home to a thriving community of Salesforce evangelists. Lucky for us, the amazing and helpful Florida Dreamin’ team put together an event that is one we won’t forget! It offered the perfect atmosphere to connect with other trailblazers, learn about new products, and understand how to tailor customer experiences. From new tools to […]

              Quip Slides image

              3 Innovative Releases Every Salesforce User Should Know About

              Salesforce is known for consistently pushing the envelope to improve their products. Throughout 2018, we have seen a multitude of new releases that enhance productivity for users such as the ability to create Quick Actions in Lightning experience, build macros in Lightning Sales console, and build targeted customer journeys using Journey Templates in Marketing Cloud. […]

                Big changes coming to Salesforce Web-to-Lead and Web-to-Case on April 20, 2018

                « Newer Posts

                Salesforce has announced that as of April 20, 2018, all web-to-lead and web-to-case endpoints will need to be updated. The impact of this change is broad and wide-reaching across tens of thousands of Salesforce customers. If your website is using the web-to-lead (W2L) or web-to-case (W2C) methods to submit new leads or cases from your website to Salesforce, you must make changes to your form setup prior to April 20 in order to avoid losing every lead and case submission until a fix or replacement is implemented.

                Avoid losing leads

                Lunar held a webinar on April 11th, 2018 which helped explain why this is a big deal, what your options are, and provide a course of action along with detailed instructions on how to avoid an impact to your customer’s lead and case submissions.

                 

                View a replay of our webinar here or view the slides from our presentation here.

                Do you know if you are using either of these methods on your website? Marketing teams may be working with the same website to Salesforce integration for years and have no idea whether or not web-to-lead or web-to-case are currently being used. This is even more dangerous because if you don’t know, you cant take the necessary steps to update these setups and continue uninterrupted lead and case flow.

                To see if you are using one of these methods, check the HTML on your form pages for a form action that points to a URL that includes www.salesforce.com. Resolving this issue requires going into your HTML and changing URL endpoints.

                This change by Salesforce surfaces many of the other issues with web-to-lead and web-to-case and is a great opportunity for you and your organization to consider an alternative method to get leads and cases from your website into Salesforce.

                Should you be using Web-to-Lead or Web-to-Case?

                This is a good opportunity for you to evaluate whether or not you should continue using these two methods to capture form data from your website and submit it to Salesforce.

                Are you aware that a lead is lost if someone submits an email address or phone number that doesn’t fit the standard format? Leads are also lost if your Salesforce setup requires specific fields to be filled out upon lead creation but they aren’t included in the web-to-lead setup. Last name, for instance, is required by default. If your web-to-lead form isn’t submitting that field, your leads enter a black hole and you can never retrieve them.

                Did you know that you are limited to only 500 submissions in a 24-hour period? If your website gets spammed, you could potentially lose visibility to legitimate inquiries.

                What if you want an email every time a lead gets submitted under certain conditions, you want to know which marketing campaign the lead came from, or you want to route leads to Salesforce under certain conditions, but to an email address or to Slack in other conditions? None of this is possible with Salesforce web-to-lead.

                Along with the above, there are many other limitations to the functionality of web-to-lead and web-to-case. That’s why we created Shuttle.

                Quip Slides image

                3 Innovative Releases Every Salesforce User Should Know About

                Salesforce is known for consistently pushing the envelope to improve their products. Throughout 2018, we have seen a multitude of new releases that enhance productivity for users such as the ability to create Quick Actions in Lightning experience, build macros in Lightning Sales console, and build targeted customer journeys using Journey Templates in Marketing Cloud. […]

                Dreamforce Entrance Sign

                Top 4 Remarkable Takeaways From Dreamforce 2018

                It has been exactly one week since the last day of Dreamforce and we are still reflecting on what we took away from this annual event otherwise known as the San Francisco takeover. The weather was amazing, the concerts and activities were beyond entertaining, and most importantly the lessons learned from Dreamforce were unforgettable. Walking […]

                  Adopting Pardot to Grow Your Business and Sales Initiatives

                  « Newer Posts

                  Is Adopting Pardot Right for My Business?

                  Pardot is a software as a service (SaaS) marketing automation tool by Salesforce. The Pardot platform offers email automation, targeted email campaigns and lead management that can help businesses communicate with prospects and customers. With Pardot, multiple marketing campaigns can be managed from one platform.

                  Typically, businesses consider adopting Pardot because they:

                    1. Have not invested in marketing automation
                    2. Want to upgrade their current marketing automation

                  Entering into Marketing Automation via Pardot

                  To grow your business, it is essential to capture and nurture leads. Pardot automates that process, engaging potential customers with customized email marketing campaigns. Automating repetitive tasks and systematic actions give your marketing team more time to focus on other business goals.

                  Pardot offers a Marketing Automation Buyer’s Guide that explains the complete process of purchasing a marketing automation platform. We recommend reading the guide, which includes:

                    • Worksheets for assessing marketing processes
                    • Guidance for implementing marketing automation
                    • Points to consider when comparing products/vendors

                  Replacing your Marketing Automation with Pardot

                  Pardot offers a number of features that you can compare to your current marketing automation software, including:

                    • Email marketing
                    • Sales intelligence
                    • Website tracking
                    • CRM integration
                    • ROI reporting
                    • Search engine optimization (SEO)
                    • Lead management and nurturing
                    • Social media marketing
                    • Analytics reporting and tracking
                    • Increased lead generation
                    • Marketing campaign management
                    • Web form management
                    • Tracking customer behaviors
                    • Creating digital marketing campaigns
                    • Managed workflow
                    • Prioritized lead tracking
                    • Landing page marketing
                    • Performance tracking
                    • Customer support

                  Pardot also has a notification system that alerts you when users click email links or submit forms. This allows you to react to potential conversion opportunities and new leads.

                  Is Pardot Right for Your Business?

                  You can determine if adopting Pardot is right for you after evaluating your business needs. Start by asking these basic questions:

                    • What are my business needs?
                    • What are my business goals?
                    • How does Pardot match up with my marketing funnel?
                    • Will all stakeholders – sales, marketing, management – be served properly?
                    • What is my budget?

                  Next, take some action steps:

                    • View sales demos
                    • Compare quotes
                    • Review license agreement for data ownership, exit strategy, etc.

                  We work with Pardot every day at Lunar and would be happy to guide you through the process to determine which marketing automation software would be the best choice for you. Contact us for details.

                  Rapid Technology Image

                  Why Embracing Technology is a Requirement for your Business

                  It is no secret that technology is rapidly changing how businesses function day to day. With the ability to quickly produce, test, iterate, and scale or pivot, companies of all sizes are experiencing the truth behind “Every Business is a Software Business.” Whether your company sells products or services, technology is an essential piece to […]

                  Quip Slides image

                  3 Innovative Releases Every Salesforce User Should Know About

                  Salesforce is known for consistently pushing the envelope to improve their products. Throughout 2018, we have seen a multitude of new releases that enhance productivity for users such as the ability to create Quick Actions in Lightning experience, build macros in Lightning Sales console, and build targeted customer journeys using Journey Templates in Marketing Cloud. […]

                    Salesforce-LinkedIn Integration and Other Spring ’18 Releases

                    « Newer Posts
                    Image of Salesforce Spring 2018 release image

                    Every spring, summer and winter, Salesforce – the world’s leading Customer Relationship Management (CRM) platform – rolls out a release of changes to their platform. With the Spring ’18 release in February, Salesforce revealed an assortment of improvements and additions that will resonate with many of its users. As a Salesforce Partner, Lunar reviews the Salesforce release notes to identify new opportunities for maximizing the Salesforce platform. These are our top five favorite features in the new release.

                    Lunar’s Favorite New Features

                    In no particular order, here are five new features that we think will enhance your interaction with Salesforce. We chose these because of their potential to add value to the daily business activities of Salesforce users.

                    Salesforce-LinkedIn Integration

                    This integration automatically adds leads to Salesforce from LinkedIn Lead Gen Forms. When a prospective customers completes a Lead Gen Form on your LinkedIn ad, it is directly converted to a new Salesforce lead.

                    Salesforce Surveys

                    You will be able to collect feedback and data from your users and customers with easy-to-use forms. These surveys have a variety of question types so you can gather as much data as possible. Survey data will be stored in Salesforce where you can view data, create reports and share insights. This feature is generally available in Classic and Lightning Experience.

                    Einstein Forecasting App

                    By using past data, the Einstein app improves the accuracy of your organization’s forecasting with predictions that eliminate guesswork. You’ll be using AI (artificial intelligence) to gain valuable insight into how your sales teams are doing at the rep, team and company level. This feature is available as a beta release for both Lightning Experience and Salesforce Classic.

                    Preview Files Anywhere

                    Whether you’re in the office, your car or in a client’s conference room, you can view and download your files with File Preview. Field reps will have all the information they need from anywhere at any time. This feature is available in Lightning Experience and Salesforce mobile web.

                    Streamline Lead Conversion

                    You will be able to customize your lead conversion process by choosing a new default lead conversion setting for opportunities or hide the Opportunity section of the Convert lead window. This will speed up the conversion process for sales teams that don’t create opportunities when they convert leads. This feature is available only in Lightning Experience.

                    Experience Peace of Mind with Lunar

                    The next Salesforce release will come during the summer of 2018, but with Lunar on your team, you don’t have to keep up with release details. Our team of experienced business consultants will do it for you, always making sure that you have the best configuration of features to meet your needs. Contact us if you are interested in implementing any of these features.  

                    Source: Salesforce Spring ’18 Release Notes. (2018, February 10). Retrieved from https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/salesforce_release_notes.htm

                    Let’s stay in touch! Follow Lunar on LinkedIn for company updates, industry news, employee spotlights and more.

                    Quip Slides image

                    3 Innovative Releases Every Salesforce User Should Know About

                    Salesforce is known for consistently pushing the envelope to improve their products. Throughout 2018, we have seen a multitude of new releases that enhance productivity for users such as the ability to create Quick Actions in Lightning experience, build macros in Lightning Sales console, and build targeted customer journeys using Journey Templates in Marketing Cloud. […]

                    Image of McCormick Place Salesforce Connections

                    Top 3 Trending Themes Across Salesforce Connections 2018

                    Each year, Salesforce hosts a Connections conference to highlight how companies are engaging with their customers, best practices, and new tools that make it easier to offer a personalized experience. This year, we noticed similar themes across a majority of sessions and keynotes that touched on three main aspects of sales and marketing today. Fourth […]